SmartRiskCovisum
|
||||||
Related Products
|
||||||
About
FuseBase is the AI-native client portal and client collaboration platform for client-facing businesses and teams.
Clients already have AI. They can complete more routine work themselves, faster and cheaper than before. That changes what agencies, consultants, professional services firms, sales teams, customer success teams, support teams, RevOps, onboarding, implementation, and operations teams must deliver next: finished outcomes, visible progress, reliable delivery, fewer things clients have to manage, and trusted expertise.
FuseBase helps teams move from legacy portals, scattered tools, and manual service delivery to AI-native client operations. Use FuseBase to create branded client portals, secure workspaces, onboarding hubs, deal rooms, approvals, knowledge bases, workflows, dashboards, client-facing apps, and AI-assisted operations in one governed foundation.
|
About
SmartRisk™ Software to help you set proper downside expectations with your clients. Clients are Often Blind to Market Risk SmartRisk can help you move prospects to the planning process and motivate clients to make portfolio changes. Retain clients during a down market and help prevent clients from making costly investment mistakes. Showcase and market your expertise. SmartRisk Key Features: Portfolio Comparison Alerts, Single Name Concentration, Alerts Accounts, Household Views of Accounts, Marketing Materials, Marketing Materials. Download a field-tested client-facing presentation, brochure, and direct mailer example. Access to Support, Access to Expert Support. Unlimited free access to our live expert support team who can help you with software or subject matter questions. Deep Integration with other Covisum Software. Seamlessly move from one Covisum tool to another in our new advisor portal.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Teams around the world
|
Audience
Financial advisors looking for a software that analyzes and communicates portfolio risk to clients to help them avoid costly mistakes
|
|||||
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
|
|||||
API
Offers API
Not Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
$32
FuseBase is free for teams and individuals. Contact sales for a customized pricing quote.
Free Version
Supported
Free Trial
Supported
|
Pricing
$49.99 per user, per month
Free Version
Not Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Pros & Cons from Real UsersPros
Cons
|
||||||
Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
|
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
|
|||||
Company InformationFuseBase
Founded: 2014
United States
thefusebase.com
|
Company InformationCovisum
Founded: 2016
United States
www.covisum.com/solutions/smartrisk
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Document Management Features
Access Controls
Supported
Archiving & Retention
Not Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Assembly
Not Supported
Document Capture
Not Supported
Document Conversion
Not Supported
Document Delivery
Not Supported
Document Indexing
Not Supported
Document Retention
Supported
Electronic Signature
Not Supported
Email Management
Supported
File Recovery
Supported
File Type Conversion
Not Supported
Forms Management
Supported
Full Text Search
Supported
Offline Access
Supported
Optical Character Recognition
Supported
Print Management
Not Supported
Version Control
Not Supported
Knowledge Management Features
Artificial Intelligence (AI)
Supported
Cataloging / Categorization
Not Supported
Collaboration
Supported
Content Management
Supported
Decision Tree
Not Supported
Discussion Boards
Supported
Full Text Search
Not Supported
Knowledge Base Management
Supported
Self Service Portal
Supported
Note-Taking Features
Categories / Organization
Not Supported
Clip From Web
Not Supported
Document Scanning
Not Supported
Formatting / Markdown
Supported
Handwriting
Not Supported
Hyperlinking
Supported
Image Insertion
Supported
List/Checklist Creation
Supported
Printing
Not Supported
Search
Supported
Sharing / Collaboration
Supported
Syncing
Supported
Templates
Supported
Voice Notes
Not Supported
Productivity Features
Collaboration
Supported
Database Creation
Supported
Document Creation
Supported
File Sharing
Supported
Notes Management
Supported
Office Suite
Not Supported
Presentation Tools
Not Supported
Project Management
Supported
Task Management
Supported
Team Chat
Supported
Task Management Features
Collaboration
Supported
Create Subtasks
Supported
Gamification
Supported
Gantt Charts
Not Supported
Mobile Access
Supported
Percent-Complete Tracking
Supported
Progress Tracking
Supported
Recurring Tasks
Supported
Reporting/Analytics
Supported
Spreadsheet View
Supported
Task Board View
Supported
Task Planning
Supported
Task Scheduling
Supported
Task Tracking
Supported
Time Tracking
Supported
To-Do List View
Supported
|
Financial Risk Management Features
Compliance Management
Not Supported
Credit Risk Management
Not Supported
For Hedge Funds
Not Supported
Liquidity Analysis
Not Supported
Loan Portfolio Management
Not Supported
Market Risk Management
Supported
Operational Risk Management
Not Supported
Portfolio Management
Supported
Portfolio Modeling
Not Supported
Risk Analytics Benchmarks
Supported
Stress Tests
Supported
Value At Risk Calculation
Not Supported
|
|||||
Integrations
Asana
Supported
HubSpot CRM
Supported
Shift
Supported
monday AI work platform
Supported
|
Integrations
Asana
Not Supported
HubSpot CRM
Not Supported
Shift
Not Supported
monday AI work platform
Not Supported
|
|||||
|
|
|